Delegate Advisors Status
The company raised $5 million of development capital from the UNC Kenan-Flagler Private Equity Fund and numerous institutional investors in May 2011.
Provider of advisory services for businesses and individuals. The company offers estate tax and income advisory, wealth planning objectives and structures, cash management, risk management, and situation analysis advisory services, enabling the banks and independent firms to manage their financial risk and take the needful decision.
Year Founded
2010
General Information
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Website
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Business Status
Generating Revenue
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Ownership Status
Privately Held (backing)
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Financing Status
Private Equity-Backed
Delegate Advisors News and Updates
Why the Voice Amendment is Unconstitutional – Quadrant Online
Quadrant | March 28, 2023
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The Armenian Mirror-Spectator | March 28, 2023
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Delegate Advisors Primary Industry Sector / Group / Code
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Headquarters
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HQ Address Line 1801 Montgomery Street
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HQ Address Line 2Suite 200
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HQ CitySan Francisco
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HQ State/ProvinceCalifornia
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HQ Post Code94133
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HQ CountryUnited States
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